Templer Wealth Management, LLC
● SEC registered since 2026CRD 305972SEC# 801-136275Vienna, VA
Reg. AUM
$102.9M
Employees
1
Accounts
181
Location
Vienna, VA
Templer Wealth Management, LLC assets under management
Templer Wealth Management, LLC is an SEC-registered investment adviser based in Vienna, VA. The firm has been registered since 2026. It reports $102.9 million in regulatory assets under management and employs 1 people.
Templer Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Trent James Templer Control | President, Managing Member & Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Templer Wealth Management, LLC manage?
Templer Wealth Management, LLC reports $102.9 million in regulatory assets under management on its Form ADV.
How many employees does Templer Wealth Management, LLC have?
Templer Wealth Management, LLC reports 1 employees.
Where is Templer Wealth Management, LLC located?
Templer Wealth Management, LLC is based in Vienna, VA and has been SEC-registered since 2026.
Does Templer Wealth Management, LLC disclose fund performance?
Templer Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8000 Towers Crescent Dr., Suite 1350, Vienna, VA 22182 |
| Phone | 703-927-4126 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$102.9MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$102.9Mregulatory AUM
Discretionary $102.9M